MPWT
SU icon

MassMutual Private Wealth & Trust’s Suncor Energy SU Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Sell
2,204
-22
-1% -$1.39K ﹤0.01% 547
2026
Q1 		$147K Sell
2,226
-412
-16% -$22.8K ﹤0.01% 493
2025
Q4 		$117K Sell
2,638
-119
-4% -$5.03K ﹤0.01% 561
2025
Q3 		$115K Buy
2,757
+28
+1% +$1.12K ﹤0.01% 556
2025
Q2 		$102K Buy
2,729
+39
+1% +$1.41K ﹤0.01% 588
2025
Q1 		$104K Buy
2,690
+69
+3% +$2.63K ﹤0.01% 546
2024
Q4 		$93.5K Buy
2,621
+184
+8% +$7.08K ﹤0.01% 590
2024
Q3 		$90K Buy
2,437
+53
+2% +$2.05K ﹤0.01% 547
2024
Q2 		$90.8K Buy
2,384
+440
+23% +$17K ﹤0.01% 541
2024
Q1 		$71.8K Buy
1,944
+179
+10% +$6.02K ﹤0.01% 538
2023
Q4 		$56.6K Buy
1,765
+120
+7% +$3.92K ﹤0.01% 571
2023
Q3 		$56.6K Buy
1,645
+278
+20% +$8.91K ﹤0.01% 560
2023
Q2 		$40.1K Buy
1,367
+988
+261% +$29.5K ﹤0.01% 591
2023
Q1 		$11.8K Buy
379
+205
+118% +$6.67K ﹤0.01% 889
2022
Q4 		$6K Sell
174
-13
-7% -$427 ﹤0.01% 957
2022
Q3 		$5K Sell
187
-27
-13% -$853 ﹤0.01% 966
2022
Q2 		$8K Buy
214
+122
+133% +$4.44K ﹤0.01% 778
2022
Q1 		$3K Hold
92
– – ﹤0.01% 1092
2021
Q4 		$2K Buy
+92
New +$2.24K ﹤0.01% 1126
2021
Q3 		– Sell
-81
Closed -$2K – 1335
2021
Q2 		$2K Buy
+81
New +$1.86K ﹤0.01% 1058
2021
Q1 		– Sell
-157
Closed -$3K – 1181
2020
Q4 		$3K Buy
+157
New +$2.31K ﹤0.01% 755
2020
Q2 		– Sell
-6
Closed – – 807
2020
Q1 		$0 Hold
6
– – ﹤0.01% 801
2019
Q4 		$0 Sell
6
-188
-97% -$5.87K ﹤0.01% 898
2019
Q3 		$6K Buy
194
+188
+3,133% +$5.66K ﹤0.01% 663
2019
Q2 		$0 Hold
6
– – ﹤0.01% 828
2019
Q1 		$195 Sell
6
-457
-99% -$14.9K ﹤0.01% 825
2018
Q4 		$12.9K Buy
463
+33
+8% +$1.1K ﹤0.01% 534
2018
Q3 		$16.6K Hold
430
– – ﹤0.01% 531
2018
Q2 		$17.5K Buy
430
+170
+65% +$6.62K ﹤0.01% 520
2018
Q1 		$8.98K Hold
260
– – ﹤0.01% 614
2017
Q4 		$9.55K Buy
+260
New +$9.03K ﹤0.01% 616
2016
Q2 		– Sell
-234
Closed -$6.42K – 996
2016
Q1 		$6.51K Buy
+234
New +$5.66K ﹤0.01% 592
2015
Q4 		– Sell
-17,268
Closed -$477K – 970
2015
Q3 		$624K Buy
17,268
+1,278
+8% +$34.3K 0.13% 166
2015
Q2 		$682K Sell
15,990
-5,510
-26% -$167K 0.15% 152
2015
Q1 		$629K Buy
+21,500
New +$639K 0.1% 193

Other funds holding SU

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return